On-Demand Video

About

Get a road map for the future

Estate planning attorney Guy Matthews has an LLM in taxation and C.L.U. (chartered life underwriter) and ChFC (Chartered Financial Consultant) designation from the American College. He’ll give those looking to retire a fascinating overview of what to expect and how to plan for those golden retirement years.

• Learn strategies for securing a realistic future for you or your clients

• Discover how to maximize Social Security benefits as well as savings, IRAs and other retirement plans

Get answers and planning tips

• Should you change your investment strategies, re-allocate your assets and continue to work beyond age 65?